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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
401
Insigneo Advisory Services
Florida
$362K +$25.3K +474 +8%
EGA
402
E&G Advisors
Texas
$362K
IFG
403
Independent Financial Group
California
$361K -$59.3K -1,113 -14%
PA
404
Profund Advisors
Maryland
$360K -$21.2K -398 -6%
ABLA
405
Alan B. Lancz & Associates
Ohio
$359K -$15.5K -290 -4%
PP
406
PDS Planning
Ohio
$352K +$19.4K +364 +6%
PA
407
Parallel Advisors
California
$351K +$48.4K +908 +16%
DP
408
Dearborn Partners
Illinois
$345K +$6.67K +125 +2%
RCM
409
RNC Capital Management
California
$344K
SWP
410
Stratos Wealth Partners
Ohio
$343K +$45.1K +845 +15%
EAM
411
Eagle Asset Management
Florida
$341K -$11.1K -208 -3%
SGI
412
Summit Global Investments
Utah
$339K -$481K -9,023 -59%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$339K -$61.3K -1,149 -15%
MC
414
Moors & Cabot
Massachusetts
$339K +$44.9K +843 +15%
SWM
415
SeaCrest Wealth Management
New York
$334K -$6.03K -113 -2%
ONST
416
Old North State Trust
North Carolina
$330K -$11.4K -214 -3%
RFC
417
Regions Financial Corp
Alabama
$329K -$16.9K -317 -5%
PFPT
418
Pinnacle Financial Partners (Tennessee)
Tennessee
$328K +$3.84K +72 +1%
KOCAA
419
Knights of Columbus Asset Advisors
Connecticut
$325K +$16.6K +311 +5%
APWM
420
Argonautica Private Wealth Management
Massachusetts
$321K +$2.24K +42 +0.7%
BTI
421
Blue Trust Inc
Georgia
$318K +$222K +4,159 +239%
EH
422
Equitable Holdings
New York
$317K +$105K +1,969 +50%
SGA
423
Strategic Global Advisors
California
$314K +$108K +2,033 +53%
LNC
424
Lincoln National Corp
Pennsylvania
$312K -$107 -2 -0%
Lazard Asset Management
425
Lazard Asset Management
New York
$312K -$306K -5,745 -50%